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Trust Estate Planning


Trust Smarter with trusts, estates and estate planning.

So what are trusts, estates, estate planning and fiduciary trustee services.

We should also explore the role that the trust company provides.

The trust’s wealth advisory financial services support team includes those matters related to a fiduciary role as banks trustee and personal wealth clients. They provide day-to-day legal advice and support for new and/or existing trust relationships, including providing day-to-day legal support to all members of the Bank. They develop and implement strategic policies, procedures, templates and forms to help standardize and streamline the provision of legal support for existing trust customer work.

Provide estate and trust expertise for the internal partners (Relationship Managers/Investment Advisers, Fiduciary Advisers, and Private Client Advisers) and management on trust, estate and fiduciary issues affecting the financial institution existing client base, including: discretionary distributions; Delaware directed trusts; borrowing and lending by trusts; identity of distributees and nature of their interests; allocation of receipts and expenditures between principal and income; exercise of power to adjust; conversion to TRU; validity and effect of exercises of powers of appointment and disclaimers; risks of unusual or complex transactions; creation of LLCs to hold special assets and management thereof; administration of business interests and assets; management of real estate and real estate transactions; creation and administration of special needs trusts; trust terminations including statutory small trust terminations; fiduciary income and transfer tax questions (especially generation-skipping transfer tax issues); and issues pertaining to estate administration and guardianships.

Trust officer duties: prepare appointments, acceptance and resignation paperwork for trust customers, including release, refunding and indemnification agreements; review predecessor trustee refunding and indemnification documents.

Are you a paralegal, attorney or want to help with litigation support well you can develop template forms for some of the above mentioned documents, as well as policies and procedures to streamline the legal preparation and negotiation of those documents.

Do you need help assisting your employer with managing litigation involving trust customers, including managing outside counsel in legal research and in preparation of court pleadings, releases and other documents; making strategic legal decisions on how matters should be handled; reviewing and approving legal invoices.

Looking for a new career or industry change then start learning about identifying, evaluating and escalating legal and regulatory risks affecting the Bank and their fiduciary trusts and estates business, including assisting with the review of business line practices and procedures to conform with legal requirements and to mitigate risk.

Partnering with the trust company organization’s compliance, risk and audit groups on bank smarter and TrustSmarter matters affecting existing trust customers; keeping senior management and other personnel up to date on pertinent legal and regulatory developments, including legal risks. You guys can do this your trusted friends at # Listenupshow and

Are you legal counsel or investment counsel or just some student who wants to get in on appropriate business bank and trust committees and meetings for the financial industry, including Real Estate Committee and the Closely Held Business and Unique Assets Committee – #readup further

Conducting research and participating in industry association meetings and think-tanks to keep abreast of relevant laws, regulations, legal developments and industry issues affecting the department. Sounds like fun.

What other trust and bank counsel employees will you have to deal with senior business leaders; outside counsel; regulatory officials; risk, compliance and audit counterparts at the organization; counterparts at other companies; and industry representatives.

other specialities: Trust and fiduciary law and estate planning; advising on trust and estate administration, fiduciary income tax and other fiduciary and investment law issues; and knowledge of Delaware trust law and the Uniform Trust Act

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